What to Expect From Apple's Earnings Call on May 1 as Tariffs Loom

Apple volition study its net results for the 2nd 4th of its 2025 fiscal twelvemonth on Thursday, May 1 astatine 1:30 p.m. Pacific Time. Apple's CEO Tim Cook and CFO Kevan Parekh volition sermon the results connected a league telephone with analysts a fractional hr later.


Keep speechmaking for immoderate cardinal things to cognize astir the quarter, including a recap of caller products announced, gross expectations, and more.

New Products During Quarter

The 4th ran from December 29, 2024 done March 29, 2025, according to Apple's fiscal calendar. The pursuing products launched during this period:

• iPhone 16e


• iPad Air models with the M3 chip


• iPad models with the A16 chip


• MacBook Air models with the M4 chip


• Mac Studio models with M4 Max and M3 Ultra chips


• Powerbeats Pro 2


• Various accessories, including a caller Magic Keyboard for iPad Air, Black Unity Sport Loop, USB-C to 3.5mm Audio Cable, and more

Revenue Expectations

Apple has not provided ceremonial gross guidance since earlier the COVID-19 pandemic, but the mean Wall Street estimation for Apple's 2nd 4th gross is $94.1 billion, according to information compiled by Yahoo Finance. This would beryllium astir a 3.5% summation implicit the $90.8 cardinal gross the institution reported in the year-ago quarter.

This would beryllium successful enactment with the outlook that Parekh provided connected past quarter's net call:[…] we expect our March 4th full institution gross to turn debased to mid azygous digits twelvemonth implicit year.

Conference Call

Cook and Parekh volition clasp a league telephone connected May 1 astatine 2:00 p.m. Pacific Time to sermon the company's quarterly net results. The telephone should past astir 1 hour, and it volition see a Q&A conception with analysts.

A unrecorded audio watercourse of the league telephone volition beryllium disposable connected Apple's Investor Relations page, and a signaling volition beryllium disposable aboriginal successful the time for replay.

Investors volition beryllium listening for immoderate commentary that Cook and Parekh whitethorn supply astir tariffs.

What's Next: Tariffs

Apple's existent 4th runs from March 30 done June 28, and the institution has yet to denote immoderate caller products during this period.

U.S. President Donald Trump past week announced that the U.S. volition beryllium imposing steep tariffs connected products imported from China and galore different countries, starting April 9. Apple volition beryllium impacted by this decision, arsenic it inactive assembles the bulk of iPhones successful China, contempt pushing to expand accumulation successful countries similar India. China volition beryllium taxable to a 54% tariff, and Trump has threatened the state with further tariffs. Apple could summation prices owed to the tariffs, but the institution whitethorn find originative ways to offset the added costs.

The tariffs could supply a boost to Apple's 3rd 4th revenue, arsenic immoderate customers are reportedly panic-buying iPhones up of imaginable terms increases. However, the 4th fourth could beryllium tougher than accustomed for Apple.

Apple shares are trading astatine astir $184 arsenic of writing, down from a 52-week precocious of $260.
This article, "What to Expect From Apple's Earnings Call connected May 1 arsenic Tariffs Loom" archetypal appeared connected MacRumors.com

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